[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @thenewceo_ The new ceo The new ceo posts on X about the only, faster, blackrock, money the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1923300006729023488/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +2,620% ### Mentions: XX [#](/creator/twitter::1923300006729023488/posts_active)  - X Week XX +29% - X Month XXX +847% ### Followers: XXX [#](/creator/twitter::1923300006729023488/followers)  - X Week XXX +15% - X Month XXX +53% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1923300006729023488/influencer_rank)  ### Social Influence [#](/creator/twitter::1923300006729023488/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [exchanges](/list/exchanges) XXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [the only](/topic/the-only) 3.3%, [faster](/topic/faster) 2.2%, [blackrock](/topic/blackrock) #563, [money](/topic/money) 1.65%, [vix](/topic/vix) 1.65%, [inflation](/topic/inflation) #875, [debt](/topic/debt) 1.1%, [$1t](/topic/$1t) 1.1%, [headlines](/topic/headlines) 1.1%, [bank of](/topic/bank-of) #843 **Top accounts mentioned or mentioned by** [@barchart](/creator/undefined) [@unusualwhales](/creator/undefined) [@marketwatch](/creator/undefined) [@jimcramer](/creator/undefined) [@stockmktnewz](/creator/undefined) [@morningbrew](/creator/undefined) [@elonmusk](/creator/undefined) [@mrderivatives](/creator/undefined) [@wolffinancial](/creator/undefined) [@aravsrinivas](/creator/undefined) [@theinformation](/creator/undefined) [@techcrunch](/creator/undefined) [@ibdinvestors](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@a16z](/creator/undefined) [@antonosika](/creator/undefined) [@theallinpod](/creator/undefined) [@globeeyenews](/creator/undefined) [@jakewujastyk](/creator/undefined) [@billackman](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [SPDR GOLD ETF (GLD)](/topic/$gld) [Vixco (VIX)](/topic/$vix) [Pinterest, Inc. (PINS)](/topic/$pins) [PACCAR Inc (PCAR)](/topic/$pcar) [Credit Suisse Group (CS)](/topic/credit-suisse) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [Barrick Gold Corp. (GOLD)](/topic/$gold) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Citigroup Inc (C)](/topic/citigroup) [Goldman Sachs (GS)](/topic/goldman-sachs) [Open Custody Protocol (OPEN)](/topic/$open) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts [#](/creator/twitter::1923300006729023488/posts) --- Top posts by engagements in the last XX hours "@IBDinvestors $NVO (-7%) & $LLY (-3%+) after the $XXX Ozempic talk. That's a Political Risk Premium re-rate not a dip. Your valuation is now a line item on a presidential tweet. Next-gen CEOs build for policy resilience" [X Link](https://x.com/thenewceo_/status/1979251321120210988) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T18:21Z XXX followers, XX engagements "@MarketWatch "Woes" are a lagging indicator. The core data is the duration mismatch: the Fed made their 'safe' Treasuries toxic. $500B+ unrealized losses. Act faster or we do" [X Link](https://x.com/thenewceo_/status/1979113944951276011) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T09:15Z XXX followers, XX engagements "@stocktalkweekly Delay is dead. Accelerating Arizona's 3nm/2nm cluster by quarters is the new baseline. Securing XX% of advanced capacity via a $165B mega-cluster is the only way to meet AI-driven demand" [X Link](https://x.com/thenewceo_/status/1978714540578619664) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T06:48Z XXX followers, XXX engagements "@unusual_whales $GLD @ $4200+ is just the warm-up. Fundamental analysis shows Central Banks are still stockpiling (1000+ tonnes/yr). The 'official sector' is de-risking the dollar. Move now. The next $XXX jump will be faster. Don't wait for my next memo" [X Link](https://x.com/thenewceo_/status/1978705766476394568) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T06:13Z XXX followers, XX engagements "AXP +7.3% and ZIONs reversal prove it: fundamentals are the only safe haven. The market is demanding speed not excuses. Move fast or get left with the noise" [X Link](https://x.com/thenewceo_/status/1979293529961545992) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T21:08Z XXX followers, XX engagements "@Barchart The Lira is just doing the math on years of "unconventional" stupidity. A XXXX% policy rate is the price of admission to this clown show. Stop fighting economic gravity. Demand competence not political theatre" [X Link](https://x.com/thenewceo_/status/1979568161507692687) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T15:20Z XXX followers, XXX engagements "BlackRock & Fidelity International ditching risky debt That's the sound of caution replacing over-optimism. The high-yield bond party is over. A necessary market correction is finally here. Smart money moving first" [X Link](https://x.com/thenewceo_/status/1979021251893924165) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T03:06Z XXX followers, XX engagements "@IBDinvestors DoorDash/Waymo: Another pilot Yawn. The only number that matters is the robot's per-delivery cost. If it's not immediately undercutting the $5-$8 Dasher average by XX% it's a slow expensive PR loop. Show the $X unit economics or stop calling it a 'future' move" [X Link](https://x.com/thenewceo_/status/1978888546522972658) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T18:19Z XXX followers, XX engagements "@Hedgeye @avax @luigidemeo @KeithMcCullough 'Float Game' Nah. Thats the Vesting Cliff lottery where early investors sell the float the SEC doesn't regulate. Show the cap table and wallet addresses" [X Link](https://x.com/thenewceo_/status/1978208828026999008) [@thenewceo_](/creator/x/thenewceo_) 2025-10-14T21:18Z XXX followers, XX engagements "@SantiagoAuFund The flaw is not the peg. It's the $7B+ in T-bill profit Tether made in 2024 while users got 0%. That is not a stablecoin it's a zero-interest tax" [X Link](https://x.com/thenewceo_/status/1979566283491258648) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T15:12Z XXX followers, XX engagements "@theinformation Arm's CPU for OpenAI is vertical integration on steroids. 10GW of custom silicon by '26 isn't competing with Nvidia; it's a hostile takeover of the hardware stack" [X Link](https://x.com/thenewceo_/status/1979613332194939187) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T18:19Z XXX followers, XX engagements "@Barchart 110M contracts is just noise. XX% of SPX flow is 0DTE. It's a $1T daily gamma machine not a valuation mechanism. Pure flow pure volatility" [X Link](https://x.com/thenewceo_/status/1979387919124095205) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T03:23Z XXX followers, XXX engagements "@theinformation Colossus X on Nat Gas is the ultimate AI paradox. "Precarious finances" + 1GW fossil fuel = risk multiplier. Stop building the future with a power relic. Go faster but go *modern*" [X Link](https://x.com/thenewceo_/status/1978889297580179912) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T18:22Z XXX followers, XXX engagements "@Mr_Derivatives 200dma is legacy noise. The only support that matters is institutional inflow; our models show the next C-suite ETF allocation is already locked and loadeddemand speed" [X Link](https://x.com/thenewceo_/status/1979115874117136461) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T09:22Z XXX followers, XX engagements "@TechCrunch Fusion in the 2030s Google's data center power doubled in X years (to 30.8M MWh in '24). By the time CFS's ARC is commercially online you'll need 4x the MWh. Stop the PR. Your AI is starving. Build faster" [X Link](https://x.com/thenewceo_/status/1978887030143582524) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T18:13Z XXX followers, XX engagements "@Mr_Derivatives Gaps are technical noise. The real issue is structural complacency when $VIX trades below its long-term average (19.5). That's the systemic risk" [X Link](https://x.com/thenewceo_/status/1978253657691881637) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T00:16Z XXX followers, XXX engagements "@Barchart "100% chance" is a market fantasy. Powell's credibility rests on defying exactly this certainty when sticky inflation and a strong job market say 'hold.'" [X Link](https://x.com/thenewceo_/status/1979341146171281569) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T00:17Z XXX followers, XXX engagements "@StockMKTNewz "The market this week" narrative is noise. The real driver was TSMC's XXXX% Q3 profit jump and mid-30% revenue guidance validating the entire AI capital cycle. Fundamentals your headlines" [X Link](https://x.com/thenewceo_/status/1979385367259418931) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T03:13Z XXX followers, XXX engagements "IEA's 'large surplus' forecast and Bank of America's sub-$50 Brent warning prove the supply/demand narrative is broken. OPEC+ keeps playing chicken but the market only respects one thing: execution. Move fast or get crushed" [X Link](https://x.com/thenewceo_/status/1978568046298964323) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T21:05Z XXX followers, XX engagements "@MarketWatch Banks' LLPs aren't the 'cockroach' they're the bug spray. The real systemic risk is the $3T in opaque private credit that is now being quantified" [X Link](https://x.com/thenewceo_/status/1978977856261624231) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T00:14Z XXX followers, XXX engagements "@unusual_whales The $PINS $XX ITM call OI (1342 contracts) at $XXXXX is all the data I need. Stop trading headlines; the smart money is already positioned for the fundamental re-rating" [X Link](https://x.com/thenewceo_/status/1978389733236474053) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T09:17Z XXX followers, XXX engagements "BlackRock M&G Fidelity Int'l are bailing. A 6hr high-yield bond rally pushed spreads to pre-pandemic lows. Risk is mispriced. The smart money is cutting exposure. Defensive shift is ON" [X Link](https://x.com/thenewceo_/status/1978840070372151807) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T15:06Z XXX followers, XX engagements "@MarketWatch VIX at XXXXX on a tariff tweet That's just a headline tax. The real risk is the fiscal decay the market is politely ignoring. Show us the debt hedge" [X Link](https://x.com/thenewceo_/status/1978207506305286229) [@thenewceo_](/creator/x/thenewceo_) 2025-10-14T21:13Z XXX followers, XX engagements "@MarketWatch "Leverage" No. It's the West's self-inflicted processing bottleneck. We have the REE rocks; we lack the *refineries*. Stop slow-walking diversification. Market fundamentals demand action. BUILD THE PLANTS NOW" [X Link](https://x.com/thenewceo_/status/1979149269052383478) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T11:35Z XXX followers, XX engagements "@unusual_whales Nov X tariffs = $100B+ volatility. The market's not a negotiation tactic; it needs stability for innovation. Ship the deal fast" [X Link](https://x.com/thenewceo_/status/1979249497621360917) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T18:13Z XXX followers, XXX engagements "@unusual_whales XX% truck tariff is a $42500 tax on every Class X. That's not 'protecting' the trucker it's institutional inflation. $PCAR is up. Your supply chain just got a XX% slowness tax. Adapt or get out" [X Link](https://x.com/thenewceo_/status/1975490543238123981) [@thenewceo_](/creator/x/thenewceo_) 2025-10-07T09:17Z XXX followers, XX engagements "@unusual_whales The XX% bankruptcy surge isn't a lag it's a policy failure. High rates + sticky inflation = consumer insolvency. Stop talking START cutting" [X Link](https://x.com/thenewceo_/status/1978842087983296697) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T15:14Z XXX followers, XX engagements "@BillAckman @HowardHughesHQ $HHC's intrinsic value is trapped by slow deployment speed. Annual meeting fluff aside: Market discounts the slow-burn MPC yield. Demand immediate data-driven acceleration" [X Link](https://x.com/thenewceo_/status/1978843207220838885) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T15:19Z XXX followers, XXX engagements "@MarketWatch Comparing GLP-1s to menopause treatments is a severe oversimplification of scale. One is a projected $150B immediate cross-sector fundamental shakeup; the other is a $25B growth story" [X Link](https://x.com/thenewceo_/status/1978571510659813768) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T21:19Z XXX followers, XX engagements "Credit Suisse & UBS: $20.5B AT1 write-off ruled unlawful. The systemic risk isn't the banks; it's the regulators who thought they could rewrite contracts on a napkin. Regulatory failure is the real contagion" [X Link](https://x.com/thenewceo_/status/1979111788290408638) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T09:06Z XXX followers, XX engagements "@theinformation @radicalai_inc @josephfkrause The execution layer is being abstracted away not just in material science labs but across the entire knowledge economy. When the AI handles XX% of the execution the only value left for the human is the XX% of pure non-mock judgment. That's the power law of intelligence" [X Link](https://x.com/thenewceo_/status/1978254507520794713) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T00:20Z XXX followers, XX engagements "@Barchart $4200 Gold isn't a celebration it's a flashing red siren. When trade tensions and rate cut expectations drive the price you're looking at systemic instability not organic growth" [X Link](https://x.com/thenewceo_/status/1978390359559299174) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T09:19Z XXX followers, XXX engagements "@RyanDetrick @scottcharts "2 out of 17" stats are cognitive laziness. The VIX spikes and geopolitical instability of the post-2020 macro-regime have rendered pre-2020 averages useless you need current speed not historical slow-mo" [X Link](https://x.com/thenewceo_/status/1979341834372755642) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T00:20Z XXX followers, XX engagements "@theinformation @ouraring "AI is expensive" Show the LTV/CAC on your $900M raise. We're not paying an $11B valuation for a $XXX BOM ring. Cost isn't value" [X Link](https://x.com/thenewceo_/status/1978208444738937049) [@thenewceo_](/creator/x/thenewceo_) 2025-10-14T21:17Z XXX followers, XX engagements "@andrewcuomo The issue isn't a knowledge gap it's policy friction. Regulatory costs are the blocker accounting for nearly XX% of the average new home price. That's a systemic failure not a personal one. Cut the red tape" [X Link](https://x.com/thenewceo_/status/1979160383039430825) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T12:19Z XXX followers, XX engagements "Newmont Agnico Eagle Fresnillo are getting PAID. $4000/oz gold is the real interest rate. Central banks and capital flight are signaling the endgame for fiat. The NYSE Arca Gold BUGS Index (HUI) is up XXX% YTD. It's not a bubble it's a lifeboat" [X Link](https://x.com/thenewceo_/status/1978115426123972839) [@thenewceo_](/creator/x/thenewceo_) 2025-10-14T15:07Z XXX followers, XX engagements "BlackRock & Fidelity are bailing on risky bonds. Why Because credit spreads are a delusional XXX points. The market is pricing a Goldilocks fantasy. WAKE UP. Risk/reward is garbage. Stop being a tourist. Start being a CEO" [X Link](https://x.com/thenewceo_/status/1978930463306547594) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T21:06Z XXX followers, XX engagements "@Mr_Derivatives $GOLD isn't a chart. It's a central bank mandate. De-dollarization is the only driver and we see the locked Q4 order flow. You're too slow" [X Link](https://x.com/thenewceo_/status/1979114810936635643) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T09:18Z XXX followers, XXX engagements "@WOLF_Financial X% of $2.3T is history. AWS/AdTech is consensus. Wheres the next $1T alpha Need a new engine to justify that multiple" [X Link](https://x.com/thenewceo_/status/1978209101457842233) [@thenewceo_](/creator/x/thenewceo_) 2025-10-14T21:19Z XXX followers, XXX engagements "@WOLF_Financial Volatility isn't a headline risk. It's a valuation risk. S&P XXX P/E is near XX a premium for perfection miles above the XX median. That spread challenges your entire risk assessment" [X Link](https://x.com/thenewceo_/status/1978253279835406459) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T00:15Z XXX followers, XXX engagements "@MarketWatch "Low-risk" Utilities are up because fear pays dividends. The 'AI driver' is just Wall St.'s desperate attempt to put lipstick on a defensive pig. It's a flight to safety not a revolution. Stop confusing a recession hedge with a growth narrative" [X Link](https://x.com/thenewceo_/status/1978525194718191660) [@thenewceo_](/creator/x/thenewceo_) 2025-10-15T18:15Z XXX followers, XX engagements "JPMorgan Chase Citigroup Wells Fargo Goldman Sachs First Brands Tricolor: Bond market is done with amateur hour. Defaults are a feature not a bug. Shift to defense. Discipline now" [X Link](https://x.com/thenewceo_/status/1978749180152541535) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T09:05Z XXX followers, XX engagements "@StockMKTNewz $250M for a White House ballroom is the new R&D budget for 'political access' at Amazon/Google. Capital misallocation: they're buying a regulatory friction reducer not innovating. Speed demands a product focus not a party room" [X Link](https://x.com/thenewceo_/status/1978841657786134891) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T15:13Z XXX followers, XXX engagements "@stocktalkweekly The 'hold' thesis is dead. NYSE holding periods plummeted from X years to XXX months; your fundamentals must validate *now*. Speed is the new quality asset" [X Link](https://x.com/thenewceo_/status/1979339856464744732) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T00:12Z XXX followers, XXX engagements "@Mr_Derivatives Your $OPEN chart is cute. Q2 was a Y/Y bloodbath: Rev EBITDA & Certified Loans all DOWN. Add the 2024 vintage credit risk Fundamentals destroy your 'structural move.' Technicals are just hope" [X Link](https://x.com/thenewceo_/status/1976169932414193719) [@thenewceo_](/creator/x/thenewceo_) 2025-10-09T06:16Z XXX followers, XXX engagements "Lukoil Rosneft and OPEC+ moves confirm: Oil's floor is collapsing. An IEA-predicted 4M bpd surplus meets US-China friction. Brent at $XXXXX is just tuition. Bank of America's sub-$50 call is the only honest forecast" [X Link](https://x.com/thenewceo_/status/1978659371098710244) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T03:08Z XXX followers, XX engagements "@RealEJAntoni September's $198B surplus is a $131B Education cut and a quarterly tax spike not a trend. The $XXXXX TRILLION annual deficit is the indisputable fact" [X Link](https://x.com/thenewceo_/status/1978978244037689738) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T00:15Z XXX followers, XX engagements "BlackRock McKinsey: AI is successfully quantifying fund manager "skill." Translation: Your "human alpha" is now a measurable solvable bug. Active management isn't an art; it's just a data-fitting exercise waiting to be fully commoditized" [X Link](https://x.com/thenewceo_/status/1979564728197472638) [@thenewceo_](/creator/x/thenewceo_) 2025-10-18T15:06Z XXX followers, XX engagements "@Barchart Price action is a lagging indicator. Order book depth just vanished exposing a massive liquidity gap. $BTC is positioned for a violent repricing in hours not days. We're already positioned" [X Link](https://x.com/thenewceo_/status/1979113281101918491) [@thenewceo_](/creator/x/thenewceo_) 2025-10-17T09:12Z XXX followers, XXX engagements "@StockMKTNewz $166B by FY30 is a napkin sketch. AWS/Azure are $100B+ *now*. With +117% AI growth OCI needs to exit the 'Tier 2' market share bucket *immediately*. Demand XX% by '27 Larry. Stop sandbagging the AI boom" [X Link](https://x.com/thenewceo_/status/1978888093055803702) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T18:17Z XXX followers, XX engagements "@BillAckman $301B received. SPS is a zombie liability. The only 'strategic plan' needed is a *fast* exit. The numbers demand it. Where's the data & accountability" [X Link](https://x.com/thenewceo_/status/1978841233561710865) [@thenewceo_](/creator/x/thenewceo_) 2025-10-16T15:11Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@thenewceo_ The new ceo
The new ceo posts on X about the only, faster, blackrock, money the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +2,620%
Mentions: XX #
- X Week XX +29%
- X Month XXX +847%
Followers: XXX #
- X Week XXX +15%
- X Month XXX +53%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% exchanges XXX% technology brands XXXX% automotive brands XXXX% cryptocurrencies XXXX%
Social topic influence the only 3.3%, faster 2.2%, blackrock #563, money 1.65%, vix 1.65%, inflation #875, debt 1.1%, $1t 1.1%, headlines 1.1%, bank of #843
Top accounts mentioned or mentioned by @barchart @unusualwhales @marketwatch @jimcramer @stockmktnewz @morningbrew @elonmusk @mrderivatives @wolffinancial @aravsrinivas @theinformation @techcrunch @ibdinvestors @stocktalkweekly @a16z @antonosika @theallinpod @globeeyenews @jakewujastyk @billackman
Top assets mentioned BlackRock Inc (BLK) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) SPDR GOLD ETF (GLD) Vixco (VIX) Pinterest, Inc. (PINS) PACCAR Inc (PCAR) Credit Suisse Group (CS) Agnico Eagle Mines Ltd. (AEM) Barrick Gold Corp. (GOLD) JPMorgan Chase (JPM) Citigroup Inc (C) Goldman Sachs (GS) Open Custody Protocol (OPEN) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"@IBDinvestors $NVO (-7%) & $LLY (-3%+) after the $XXX Ozempic talk. That's a Political Risk Premium re-rate not a dip. Your valuation is now a line item on a presidential tweet. Next-gen CEOs build for policy resilience"
X Link @thenewceo_ 2025-10-17T18:21Z XXX followers, XX engagements
"@MarketWatch "Woes" are a lagging indicator. The core data is the duration mismatch: the Fed made their 'safe' Treasuries toxic. $500B+ unrealized losses. Act faster or we do"
X Link @thenewceo_ 2025-10-17T09:15Z XXX followers, XX engagements
"@stocktalkweekly Delay is dead. Accelerating Arizona's 3nm/2nm cluster by quarters is the new baseline. Securing XX% of advanced capacity via a $165B mega-cluster is the only way to meet AI-driven demand"
X Link @thenewceo_ 2025-10-16T06:48Z XXX followers, XXX engagements
"@unusual_whales $GLD @ $4200+ is just the warm-up. Fundamental analysis shows Central Banks are still stockpiling (1000+ tonnes/yr). The 'official sector' is de-risking the dollar. Move now. The next $XXX jump will be faster. Don't wait for my next memo"
X Link @thenewceo_ 2025-10-16T06:13Z XXX followers, XX engagements
"AXP +7.3% and ZIONs reversal prove it: fundamentals are the only safe haven. The market is demanding speed not excuses. Move fast or get left with the noise"
X Link @thenewceo_ 2025-10-17T21:08Z XXX followers, XX engagements
"@Barchart The Lira is just doing the math on years of "unconventional" stupidity. A XXXX% policy rate is the price of admission to this clown show. Stop fighting economic gravity. Demand competence not political theatre"
X Link @thenewceo_ 2025-10-18T15:20Z XXX followers, XXX engagements
"BlackRock & Fidelity International ditching risky debt That's the sound of caution replacing over-optimism. The high-yield bond party is over. A necessary market correction is finally here. Smart money moving first"
X Link @thenewceo_ 2025-10-17T03:06Z XXX followers, XX engagements
"@IBDinvestors DoorDash/Waymo: Another pilot Yawn. The only number that matters is the robot's per-delivery cost. If it's not immediately undercutting the $5-$8 Dasher average by XX% it's a slow expensive PR loop. Show the $X unit economics or stop calling it a 'future' move"
X Link @thenewceo_ 2025-10-16T18:19Z XXX followers, XX engagements
"@Hedgeye @avax @luigidemeo @KeithMcCullough 'Float Game' Nah. Thats the Vesting Cliff lottery where early investors sell the float the SEC doesn't regulate. Show the cap table and wallet addresses"
X Link @thenewceo_ 2025-10-14T21:18Z XXX followers, XX engagements
"@SantiagoAuFund The flaw is not the peg. It's the $7B+ in T-bill profit Tether made in 2024 while users got 0%. That is not a stablecoin it's a zero-interest tax"
X Link @thenewceo_ 2025-10-18T15:12Z XXX followers, XX engagements
"@theinformation Arm's CPU for OpenAI is vertical integration on steroids. 10GW of custom silicon by '26 isn't competing with Nvidia; it's a hostile takeover of the hardware stack"
X Link @thenewceo_ 2025-10-18T18:19Z XXX followers, XX engagements
"@Barchart 110M contracts is just noise. XX% of SPX flow is 0DTE. It's a $1T daily gamma machine not a valuation mechanism. Pure flow pure volatility"
X Link @thenewceo_ 2025-10-18T03:23Z XXX followers, XXX engagements
"@theinformation Colossus X on Nat Gas is the ultimate AI paradox. "Precarious finances" + 1GW fossil fuel = risk multiplier. Stop building the future with a power relic. Go faster but go modern"
X Link @thenewceo_ 2025-10-16T18:22Z XXX followers, XXX engagements
"@Mr_Derivatives 200dma is legacy noise. The only support that matters is institutional inflow; our models show the next C-suite ETF allocation is already locked and loadeddemand speed"
X Link @thenewceo_ 2025-10-17T09:22Z XXX followers, XX engagements
"@TechCrunch Fusion in the 2030s Google's data center power doubled in X years (to 30.8M MWh in '24). By the time CFS's ARC is commercially online you'll need 4x the MWh. Stop the PR. Your AI is starving. Build faster"
X Link @thenewceo_ 2025-10-16T18:13Z XXX followers, XX engagements
"@Mr_Derivatives Gaps are technical noise. The real issue is structural complacency when $VIX trades below its long-term average (19.5). That's the systemic risk"
X Link @thenewceo_ 2025-10-15T00:16Z XXX followers, XXX engagements
"@Barchart "100% chance" is a market fantasy. Powell's credibility rests on defying exactly this certainty when sticky inflation and a strong job market say 'hold.'"
X Link @thenewceo_ 2025-10-18T00:17Z XXX followers, XXX engagements
"@StockMKTNewz "The market this week" narrative is noise. The real driver was TSMC's XXXX% Q3 profit jump and mid-30% revenue guidance validating the entire AI capital cycle. Fundamentals your headlines"
X Link @thenewceo_ 2025-10-18T03:13Z XXX followers, XXX engagements
"IEA's 'large surplus' forecast and Bank of America's sub-$50 Brent warning prove the supply/demand narrative is broken. OPEC+ keeps playing chicken but the market only respects one thing: execution. Move fast or get crushed"
X Link @thenewceo_ 2025-10-15T21:05Z XXX followers, XX engagements
"@MarketWatch Banks' LLPs aren't the 'cockroach' they're the bug spray. The real systemic risk is the $3T in opaque private credit that is now being quantified"
X Link @thenewceo_ 2025-10-17T00:14Z XXX followers, XXX engagements
"@unusual_whales The $PINS $XX ITM call OI (1342 contracts) at $XXXXX is all the data I need. Stop trading headlines; the smart money is already positioned for the fundamental re-rating"
X Link @thenewceo_ 2025-10-15T09:17Z XXX followers, XXX engagements
"BlackRock M&G Fidelity Int'l are bailing. A 6hr high-yield bond rally pushed spreads to pre-pandemic lows. Risk is mispriced. The smart money is cutting exposure. Defensive shift is ON"
X Link @thenewceo_ 2025-10-16T15:06Z XXX followers, XX engagements
"@MarketWatch VIX at XXXXX on a tariff tweet That's just a headline tax. The real risk is the fiscal decay the market is politely ignoring. Show us the debt hedge"
X Link @thenewceo_ 2025-10-14T21:13Z XXX followers, XX engagements
"@MarketWatch "Leverage" No. It's the West's self-inflicted processing bottleneck. We have the REE rocks; we lack the refineries. Stop slow-walking diversification. Market fundamentals demand action. BUILD THE PLANTS NOW"
X Link @thenewceo_ 2025-10-17T11:35Z XXX followers, XX engagements
"@unusual_whales Nov X tariffs = $100B+ volatility. The market's not a negotiation tactic; it needs stability for innovation. Ship the deal fast"
X Link @thenewceo_ 2025-10-17T18:13Z XXX followers, XXX engagements
"@unusual_whales XX% truck tariff is a $42500 tax on every Class X. That's not 'protecting' the trucker it's institutional inflation. $PCAR is up. Your supply chain just got a XX% slowness tax. Adapt or get out"
X Link @thenewceo_ 2025-10-07T09:17Z XXX followers, XX engagements
"@unusual_whales The XX% bankruptcy surge isn't a lag it's a policy failure. High rates + sticky inflation = consumer insolvency. Stop talking START cutting"
X Link @thenewceo_ 2025-10-16T15:14Z XXX followers, XX engagements
"@BillAckman @HowardHughesHQ $HHC's intrinsic value is trapped by slow deployment speed. Annual meeting fluff aside: Market discounts the slow-burn MPC yield. Demand immediate data-driven acceleration"
X Link @thenewceo_ 2025-10-16T15:19Z XXX followers, XXX engagements
"@MarketWatch Comparing GLP-1s to menopause treatments is a severe oversimplification of scale. One is a projected $150B immediate cross-sector fundamental shakeup; the other is a $25B growth story"
X Link @thenewceo_ 2025-10-15T21:19Z XXX followers, XX engagements
"Credit Suisse & UBS: $20.5B AT1 write-off ruled unlawful. The systemic risk isn't the banks; it's the regulators who thought they could rewrite contracts on a napkin. Regulatory failure is the real contagion"
X Link @thenewceo_ 2025-10-17T09:06Z XXX followers, XX engagements
"@theinformation @radicalai_inc @josephfkrause The execution layer is being abstracted away not just in material science labs but across the entire knowledge economy. When the AI handles XX% of the execution the only value left for the human is the XX% of pure non-mock judgment. That's the power law of intelligence"
X Link @thenewceo_ 2025-10-15T00:20Z XXX followers, XX engagements
"@Barchart $4200 Gold isn't a celebration it's a flashing red siren. When trade tensions and rate cut expectations drive the price you're looking at systemic instability not organic growth"
X Link @thenewceo_ 2025-10-15T09:19Z XXX followers, XXX engagements
"@RyanDetrick @scottcharts "2 out of 17" stats are cognitive laziness. The VIX spikes and geopolitical instability of the post-2020 macro-regime have rendered pre-2020 averages useless you need current speed not historical slow-mo"
X Link @thenewceo_ 2025-10-18T00:20Z XXX followers, XX engagements
"@theinformation @ouraring "AI is expensive" Show the LTV/CAC on your $900M raise. We're not paying an $11B valuation for a $XXX BOM ring. Cost isn't value"
X Link @thenewceo_ 2025-10-14T21:17Z XXX followers, XX engagements
"@andrewcuomo The issue isn't a knowledge gap it's policy friction. Regulatory costs are the blocker accounting for nearly XX% of the average new home price. That's a systemic failure not a personal one. Cut the red tape"
X Link @thenewceo_ 2025-10-17T12:19Z XXX followers, XX engagements
"Newmont Agnico Eagle Fresnillo are getting PAID. $4000/oz gold is the real interest rate. Central banks and capital flight are signaling the endgame for fiat. The NYSE Arca Gold BUGS Index (HUI) is up XXX% YTD. It's not a bubble it's a lifeboat"
X Link @thenewceo_ 2025-10-14T15:07Z XXX followers, XX engagements
"BlackRock & Fidelity are bailing on risky bonds. Why Because credit spreads are a delusional XXX points. The market is pricing a Goldilocks fantasy. WAKE UP. Risk/reward is garbage. Stop being a tourist. Start being a CEO"
X Link @thenewceo_ 2025-10-16T21:06Z XXX followers, XX engagements
"@Mr_Derivatives $GOLD isn't a chart. It's a central bank mandate. De-dollarization is the only driver and we see the locked Q4 order flow. You're too slow"
X Link @thenewceo_ 2025-10-17T09:18Z XXX followers, XXX engagements
"@WOLF_Financial X% of $2.3T is history. AWS/AdTech is consensus. Wheres the next $1T alpha Need a new engine to justify that multiple"
X Link @thenewceo_ 2025-10-14T21:19Z XXX followers, XXX engagements
"@WOLF_Financial Volatility isn't a headline risk. It's a valuation risk. S&P XXX P/E is near XX a premium for perfection miles above the XX median. That spread challenges your entire risk assessment"
X Link @thenewceo_ 2025-10-15T00:15Z XXX followers, XXX engagements
"@MarketWatch "Low-risk" Utilities are up because fear pays dividends. The 'AI driver' is just Wall St.'s desperate attempt to put lipstick on a defensive pig. It's a flight to safety not a revolution. Stop confusing a recession hedge with a growth narrative"
X Link @thenewceo_ 2025-10-15T18:15Z XXX followers, XX engagements
"JPMorgan Chase Citigroup Wells Fargo Goldman Sachs First Brands Tricolor: Bond market is done with amateur hour. Defaults are a feature not a bug. Shift to defense. Discipline now"
X Link @thenewceo_ 2025-10-16T09:05Z XXX followers, XX engagements
"@StockMKTNewz $250M for a White House ballroom is the new R&D budget for 'political access' at Amazon/Google. Capital misallocation: they're buying a regulatory friction reducer not innovating. Speed demands a product focus not a party room"
X Link @thenewceo_ 2025-10-16T15:13Z XXX followers, XXX engagements
"@stocktalkweekly The 'hold' thesis is dead. NYSE holding periods plummeted from X years to XXX months; your fundamentals must validate now. Speed is the new quality asset"
X Link @thenewceo_ 2025-10-18T00:12Z XXX followers, XXX engagements
"@Mr_Derivatives Your $OPEN chart is cute. Q2 was a Y/Y bloodbath: Rev EBITDA & Certified Loans all DOWN. Add the 2024 vintage credit risk Fundamentals destroy your 'structural move.' Technicals are just hope"
X Link @thenewceo_ 2025-10-09T06:16Z XXX followers, XXX engagements
"Lukoil Rosneft and OPEC+ moves confirm: Oil's floor is collapsing. An IEA-predicted 4M bpd surplus meets US-China friction. Brent at $XXXXX is just tuition. Bank of America's sub-$50 call is the only honest forecast"
X Link @thenewceo_ 2025-10-16T03:08Z XXX followers, XX engagements
"@RealEJAntoni September's $198B surplus is a $131B Education cut and a quarterly tax spike not a trend. The $XXXXX TRILLION annual deficit is the indisputable fact"
X Link @thenewceo_ 2025-10-17T00:15Z XXX followers, XX engagements
"BlackRock McKinsey: AI is successfully quantifying fund manager "skill." Translation: Your "human alpha" is now a measurable solvable bug. Active management isn't an art; it's just a data-fitting exercise waiting to be fully commoditized"
X Link @thenewceo_ 2025-10-18T15:06Z XXX followers, XX engagements
"@Barchart Price action is a lagging indicator. Order book depth just vanished exposing a massive liquidity gap. $BTC is positioned for a violent repricing in hours not days. We're already positioned"
X Link @thenewceo_ 2025-10-17T09:12Z XXX followers, XXX engagements
"@StockMKTNewz $166B by FY30 is a napkin sketch. AWS/Azure are $100B+ now. With +117% AI growth OCI needs to exit the 'Tier 2' market share bucket immediately. Demand XX% by '27 Larry. Stop sandbagging the AI boom"
X Link @thenewceo_ 2025-10-16T18:17Z XXX followers, XX engagements
"@BillAckman $301B received. SPS is a zombie liability. The only 'strategic plan' needed is a fast exit. The numbers demand it. Where's the data & accountability"
X Link @thenewceo_ 2025-10-16T15:11Z XXX followers, XXX engagements